Bruce G. Allen Investments’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Bruce G. Allen Investments’s Portfolio VIOV Stock Details VIOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$274K	Buy	2,692 +395	+17%	+$41K	0.18%	61
2025 Q4	$225K	Hold	2,297	–	–	0.15%	71
2025 Q3	$219K	Hold	2,297	–	–	0.16%	73
2025 Q2	$197K	Buy	2,297 +1,680	+272%	+$137K	0.15%	77
2025 Q1	$51.8K	Hold	617	–	–	0.04%	247
2024 Q4	$57.6K	Buy	617 +3	+0.5%	+$286	0.05%	227
2024 Q3	$56.8K	Buy	614 +1	+0.2%	+$89	0.04%	238
2024 Q2	$51.2K	Hold	613	–	–	0.04%	231
2024 Q1	$54.2K	Buy	+613	New	+$52.3K	0.04%	225

Other funds holding VIOV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Bruce G. Allen Investments's VIOV Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 17% in Q1 2026, buying an estimated $41K and bringing the position to 2,692 shares worth $274K. The position accounts for 0.18% of the portfolio, ranked #61.

Bruce G. Allen Investments first reported a position in VIOV in Q1 2024 and has held it in 9 quarters since. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

Bruce G. Allen Investments held 2,692 shares of Vanguard S&P Small-Cap 600 Value ETF worth $274K as of Q1 2026.
Bruce G. Allen Investments bought 395 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $41K.
Vanguard S&P Small-Cap 600 Value ETF made up 0.18% of Bruce G. Allen Investments's portfolio in Q1 2026, its #61 holding.
Bruce G. Allen Investments first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2024 and has held it in 9 quarters since.
214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.